Senior Portfolio Consultant (Mountain or Pacific Time Zones)
$89K - $105K *
Empower your career by leading investment implementations for high net worth clients. Collaborate with various teams to optimize portfolio strategies and deliver exceptional service, ensuring strategi...
1 week ago
$100K - $120K *
Engage clients by delivering expert tax planning solutions, guiding high net worth families through estate and income tax optimization while collaborating with an exceptional multi-disciplinary team t...
3 days ago
Financial Wellness Consultant I
$85K - $125K *
Join a team that's focused on enhancing client financial wellness through strategic planning, relationship management, and program execution. Cultivate strong client partnerships and drive innovative...
6 days ago
Product Marketing Manager, International Markets & Family Offices
$106K - $166K *
Drive effective product marketing strategies for the single-family office segment across EMEA, LATAM, and APAC. Collaborate with sales and product teams to tailor messaging and go-to-market campaigns...
1 week ago
Alternative Distribution Relationship Manager, Northern Texas and Oklahoma - Vice President
$150K - $175K *
Elevate client investment strategies by enhancing alternative product sales to financial advisors, ensuring clients receive expert support and education to navigate complex offerings and build success...
Reposted 2 weeks ago
$116K - $140K *
Deliver strategic partnership and revenue growth for major Enterprise accounts by building executive relationships, driving renewals, and exploring expansion opportunities, all while collaborating wit...
Today
Partner Account Manager - Miami
$80K - $90K *
Develop and drive impactful partnerships in a fast-paced environment, focusing on building relationships with tech partners and financial advisors. Play a crucial role in expanding market reach and ge...
1 week ago
Senior Client Delivery Analyst
$95K - $115K *
Empower institutional clients by expertly managing relationships and ensuring timely delivery of investment data and reporting. This role requires a keen focus on client satisfaction while leveraging...
2 weeks ago
Family Office Practice Leader - National Private Risk Management
$180K - $220K *
Elevate the strategic vision and market positioning for family office risk management solutions, serving as a trusted advisor and industry authority while driving innovation and business development i...
Reposted 3 weeks ago
Workday Business Solutions Analyst
$88K - $138K *
Drive cross-functional projects by translating business needs into technical requirements, ensuring successful adoption of solutions across various People Technology platforms, including Workday and T...
Today
Alternative Distribution Relationship Manager, Illinois, Minnesota, and Wisconsin - Vice President
$150K - $175K *
iCapital is seeking a Regional Senior Vice President or Managing Director to lead the Midwest market's Alternative Investment sales team. This role involves overseeing a team, developing client relati...
Reposted 2 weeks ago
$96K - $158K *
Engage a dynamic team in shaping investment strategies, optimizing operations, and fostering client relations while driving growth and modernization of our investment platform and services...
1 week ago
Senior Advisor, Compliance PCG Branch Exams
$75K - $95K *
Transform the securities landscape by conducting thorough branch examinations, ensuring compliance with regulations and internal policies while mentoring colleagues and enhancing operational effective...
3 weeks ago
Senior Relationship Manager - Insurance Banking
$140K - $239K *
Lead the charge in developing strategic relationships within insurance banking, driving new business growth and managing complex commercial loan portfolios while ensuring compliance and credit quality...
Today
$170K - $187K *
Champion strategic new business acquisition and expand revenue within enterprise accounts by leveraging strong consultative selling skills and building executive relationships in the financial technol...
1 week ago
$100K - $120K *
Join a team that's dedicated to guiding investors in securing optimal loans for diverse real estate projects while maintaining compliance and professionalism throughout the lending process...
2 weeks ago
Senior Stock Plan Administrator
$102K - $150K *
Join a team that's evolving global equity programs, ensuring compliance and scalability while enhancing participant experiences. Play a pivotal role in administration and process improvement within a...
2 days ago
Partner Account Manager - North Virginia
$80K - $90K *
Advance our partner relationships by building and developing key accounts, driving growth in the SMB sector through innovative collaboration and lead generation initiatives while thriving in a dynamic...
6 days ago
Associate Director, Investments
$85K - $130K *
Help us transform the educational landscape by driving investment strategies and advancing M&A initiatives that enhance access to education, while managing an impact investment portfolio and collabora...
Reposted 3 weeks ago
$79K - $89K *
Advance healthcare staffing solutions by nurturing client relationships and solving staffing challenges. Collaborate with teams to optimize placements and drive account growth while ensuring a seamles...
1 week ago
Retirement Plan Consultant - TPA/DPS
$71K - $94K *
Drive exceptional client service through effective recordkeeping and administration, ensuring compliance with regulations while enhancing productivity and satisfaction across your book of business...
1 week ago
$100K - $120K *
Champion strategic initiatives and drive analytical excellence to impact decision-making across teams. Transform data into insights while enhancing processes, reporting, and stakeholder communication...
Today
Assistant Vice President - Private Equity Fund Accounting & Operations
$120K - $150K *
Lead the charge in overseeing accounting and operational activities for private equity funds, ensuring precise financial reporting, compliance, and seamless collaboration with key stakeholders, while...
1 week ago
$110K - $120K *
Partner with us to enhance client travel solutions, ensuring satisfaction and retention by leveraging technology and nurturing relationships. Your expertise will drive growth within a diverse portfoli...
1 week ago
$80K - $95K *
Unlock potential by driving sales in the corporate occupier SaaS market. Engage with clients, foster long-term relationships, and leverage your expertise to cross-sell and upsell innovative real estat...
2 weeks ago